Salesforce Quotes are an additional feature in Salesforce that allows you to add various combinations of products or services you want to offer to your customers. The Quotes module allows adding multiple Quotes under one Opportunity, processing Quotes internally, and creating additional approval processes per Quote, so that you can internally confirm these offers before […]
Opportunity Products and Quotes – Sales Cloud-1
Another thing that a salesperson often does when managing Opportunities is adding products (goods or services) they sell to a particular Opportunity. This is possible because Salesforce provides the ability to add Products along with price lists (Product Pricebooks), which can later be used on Opportunities. Adding products is a simple task, and assuming that […]
Opportunity Contact Roles – Sales Cloud
Opportunity Contact Roles are nothing more than the possibility to mark the role that a Contact plays in relation to the Opportunity we are working on. Usually, we already know with whom we want to do a particular business, and at this stage (Opportunity), it should be clear to the user. Perhaps we are talking […]
Opportunities – Sales Cloud
What would a salesperson be without selling? A deserted island without inhabitants, a sailor without a ship, or the Friends sitcom without Joey? Of course, this is a joke, but this illustrates what Sales Cloud would be without the Opportunities tab. Opportunities are a key feature of Salesforce Sales Cloud. Opportunities is a place where […]
Campaigns and Campaign Members – Sales Cloud
You could say, “C’mon, we were supposed to talk about Sales Cloud, and here it seems we will be learning about campaigns?” Are these marketing campaigns? Yes and… no! In Salesforce Sales Cloud, we have functionalities similar to marketing tools because we have access to the Campaign and Campaign Member functionalities. What are they used […]
Activities – Sales Cloud
Activities are a fundamental feature that virtually every Salesforce Sales Cloud user grapples with. Of course, I used the phrase “grapples with” as a joke, but to be honest, activity updates are often a tedious task not always favored by Salesforce users. Of course, Salesforce allows for significant simplification and automation of this process. There […]
Contacts – Sales Cloud
In this case, much like with Accounts, there aren’t too many mysteries. Contacts are simply records, most often associated with Accounts, meaning employees of a particular company or individuals with whom you establish cooperation during sales activities, such as writing to them or calling them if you are a salesperson. Contacts appear in Salesforce after […]
Leads – Sales Cloud-3
During the Lead conversion in Salesforce, it creates three records: Account, Contact, and Opportunity. It is evident that in the sales dimension, Lead conversion in Salesforce is a significant matter because it results in the creation of an Opportunity (which, of course, can be omitted as it is not mandatory). The salesperson aims to successfully […]
Leads – Sales Cloud-2
Imagine you have a customer, a company called Super Bus. Mr. Edward Stone works at Super Bus. Since Super Bus is your customer, Mr. Edward Stone is recorded in Salesforce as a Contact. He’s simply a Contact linked to the Super Bus Account. But at the same time, instead of calling you, Mr. Stone filled […]
Leads – Sales Cloud-1
We briefly discussed Leads in Chapter 1, Introduction and Getting Started with Salesforce, of this book; however, in this section, I would like to expand on this description and show you more. As a reminder, in Salesforce, a Lead is a place where potential, preliminary sales opportunities can be recorded. A Lead is a combination […]